This article explains how you can use the different reporting options within Equinox to review and analyse data that has been recorded for your cases, documents, tasks, contacts and finance information .
You can use the Reports section to:
- View built-in system reports
- Modify built-in system reports
- Create your own reports
Some commonly used reports include:
- Client portfolio reports
- Task deadline reports
- Workload management reports
To access the reporting section of Equinox go to the Reports tab in the top navigation bar.
These articles explain how to use the Equinox reporting functionality: